+25.3%
U vs VG
+71.2%
-45.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.7% | -3.7% | +1.4% |
| 7D | +2.8% | +15.1% | -12.3% | +3.9% |
| 30D | +7.6% | -4.2% | +11.8% | +7.7% |
| 3M | +12.7% | -3.1% | +15.8% | +13.0% |
| 6M | +87.0% | +0.3% | +86.6% | +87.9% |
| YTD | +13.6% | +95.5% | -81.9% | +13.7% |
| 1Y | +25.3% | +64.4% | -39.1% | +24.8% |
| All | +25.3% | +71.2% | -45.9% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling